USAdvisors Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

USAdvisors Wealth Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.42M	Sell	38,911 -340	-0.9%	-$29K	0.98%	33
2026 Q1	$2.92M	Sell	39,251 -935	-2%	-$74.8K	0.97%	33
2025 Q4	$3.22M	Buy	40,186 +241	+0.6%	+$19.2K	1.06%	32
2025 Q3	$3.13M	Sell	39,945 -690	-2%	-$52K	1.08%	29
2025 Q2	$2.96M	Buy	40,635 +485	+1%	+$32.6K	1.1%	29
2025 Q1	$2.64M	Sell	40,150 -21,199	-35%	-$1.47M	0.92%	31
2024 Q4	$4.23M	Sell	61,349 -2,992	-5%	-$207K	1.37%	25
2024 Q3	$4.33M	Sell	64,341 -15,393	-19%	-$1M	1.51%	22
2024 Q2	$5.1M	Sell	79,734 -17,392	-18%	-$1.07M	1.8%	13
2024 Q1	$5.97M	Sell	97,126 -5,747	-6%	-$337K	2.26%	11
2023 Q4	$5.75M	Sell	102,873 -141,704	-58%	-$7.42M	2.39%	8
2023 Q3	$12.3M	Sell	244,577 -16,055	-6%	-$840K	5.49%	2
2023 Q2	$13.6M	Buy	260,632 +4,780	+2%	+$236K	6.44%	2
2023 Q1	$12.3M	Sell	255,852 -23,841	-9%	-$1.12M	5.87%	1
2022 Q4	$12.6M	Buy	279,693 +351	+0.1%	+$15.9K	6.08%	1
2022 Q3	$11.7M	Sell	279,342 -1,129	-0.4%	-$52.7K	6.01%	1
2022 Q2	$12.4M	Buy	280,471 +10,784	+4%	+$520K	6.23%	1
2022 Q1	$14.3M	Sell	269,687 -22,683	-8%	-$1.19M	6.11%	1
2021 Q4	$16.3M	Buy	292,370 +21,244	+8%	+$1.15M	6.65%	1
2021 Q3	$13.7M	Buy	271,126 +255,321	+1,615%	+$13.2M	5.92%	1
2021 Q2	$795K	Sell	15,805 -194,656	-92%	-$9.55M	0.43%	54
2021 Q1	$9.81M	Buy	210,461 +96,473	+85%	+$4.37M	4.74%	2
2020 Q4	$5.01M	Buy	+113,988	New	+$4.75M	2.41%	14

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

USAdvisors Wealth Management's SPYM Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.87% in Q2 2026, selling an estimated $29K and leaving 38,911 shares worth $3.42M. The position accounts for 0.98% of the portfolio, ranked #33.

USAdvisors Wealth Management first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.3M in Q4 2021. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

USAdvisors Wealth Management held 38,911 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.42M as of Q2 2026.
USAdvisors Wealth Management sold 340 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $29K.
State Street SPDR Portfolio S&P 500 ETF made up 0.98% of USAdvisors Wealth Management's portfolio in Q2 2026, its #33 holding.
USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
USAdvisors Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $16.3M in Q4 2021.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.